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2,076 hedge funds and large institutions have $198B invested in Visa in 2018 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 795 increasing their positions, 921 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 336365 (+29)

2% more funds holding

Funds holding: 2,0372,076 (+39)

3% more capital invested

Capital invested by funds: $192B → $198B (+$5.98B)

1.12% less ownership

Funds ownership: 93.13%92.01% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 795 | Existing positions reduced: 921

28% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.82B

Holders
2,076
Holders Change
+39
Holders Change %
+1.91%
% of All Funds
47.57%
Holding in Top 10
365
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+8.63%
% of All Funds
8.36%
New
132
Increased
795
Reduced
921
Closed
66
Calls
$2.02B
Puts
$2.82B
Net Calls
-$801M
Net Calls Change
-$2.95B
Name Holding Trade Value Shares
Change
Change in
Stake
HL
1826
HeadInvest LLC
Maine
$283K
ALIONA
1827
Allianz Life Insurance of North America
Minnesota
$282K +$291K +2,405 New
CWM
1828
Connecticut Wealth Management
Connecticut
$281K +$287K +2,371 New
SMFS
1829
Squar Milner Financial Services
California
$280K +$45.9K +379 +19%
FNBSF
1830
First National Bank Sioux Falls
South Dakota
$279K
MWM
1831
Merriman Wealth Management
Washington
$278K +$47.3K +390 +20%
EGA
1832
E&G Advisors
Texas
$276K -$364K -3,000 -57%
IFAM
1833
Institutional & Family Asset Management
Colorado
$276K -$11.5K -95 -4%
AW
1834
Alpha Windward
Massachusetts
$276K -$11.2K -92 -4%
LA
1835
LVW Advisors
New York
$275K +$38.5K +318 +16%
TFO
1836
Tarbox Family Office
California
$273K +$4.85K +40 +2%
TA
1837
Trellis Advisors
Washington
$273K +$7.51K +62 +3%
MGIA
1838
Moneta Group Investment Advisors
Missouri
$272K -$172K -1,418 -38%
KF
1839
Krilogy Financial
Missouri
$268K +$1.21K +10 +0.4%
BAM
1840
Belpointe Asset Management
Nevada
$266K -$390K -3,218 -59%
AIP
1841
ARS Investment Partners
New York
$265K -$11.2K -92 -4%
MFG
1842
Monte Financial Group
Connecticut
$265K +$10.4K +86 +4%
BCM
1843
Blume Capital Management
California
$264K -$18.2K -150 -6%
BCM
1844
Breiter Capital Management
Florida
$264K +$364 +3 +0.1%
AIM
1845
Advantage Investment Management
Iowa
$264K +$18.4K +152 +7%
ACM
1846
AlphaStar Capital Management
North Carolina
$263K -$111K -915 -29%
CAM
1847
Claret Asset Management
Quebec, Canada
$263K -$25.5K -210 -9%
NG
1848
Northstar Group
New York
$260K -$10.5K -87 -4%
NGA
1849
Naples Global Advisors
Florida
$259K -$3.03K -25 -1%
PP
1850
Palladium Partners
Virginia
$259K +$262K +2,162 New

V Hedge Fund Activity: Q1 2018 in Review

2,076 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q1 2018, worth a combined $198B — up 3.1% from $192B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new V positions and 66 closed out — a net gain of 66 holders — while 795 added to existing stakes and 921 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $373M. The largest seller was State Street, cutting an estimated $762M.

  • 2,076 institutional investors held Visa (V) as of Q1 2018, up from 2,037 in Q4 2017.
  • Funds reported $198B of Visa stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 132 funds opened new Visa positions in Q1 2018 and 66 closed out, a net change of +66 holders.
  • The largest Visa buyer in Q1 2018 was Eaton Vance Management, an estimated $373M added.
  • The largest Visa seller in Q1 2018 was State Street, an estimated $762M sold.

Based on aggregated 13F filings for Q1 2018.